True Wealth Design
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True Wealth Design’s Canadian Pacific Kansas City CP Stock Holding History

True Wealth Design’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3K Buy
121
+46
+61% +$4.17K ﹤0.01% 1051
2026
Q2 		$6.5K Sell
75
-1
-1% -$86 ﹤0.01% 1221
2026
Q1 		$5.98K Buy
76
+6
+9% +$474 ﹤0.01% 1137
2025
Q4 		$5.16K Sell
70
-25
-26% -$1.84K ﹤0.01% 1074
2025
Q3 		$7.08K Buy
95
+62
+188% +$4.74K ﹤0.01% 953
2025
Q2 		$2.62K Buy
33
+6
+22% +$462 ﹤0.01% 1066
2025
Q1 		$1.9K Buy
27
+5
+23% +$380 ﹤0.01% 1028
2024
Q4 		$1.59K Buy
22
+2
+10% +$154 ﹤0.01% 797
2024
Q3 		$1.71K Hold
20
– – ﹤0.01% 833
2024
Q2 		$1.58K Buy
20
+3
+18% +$244 ﹤0.01% 400
2024
Q1 		$1.5K Buy
17
+7
+70% +$588 ﹤0.01% 386
2023
Q4 		$791 Hold
10
– – ﹤0.01% 385
2023
Q3 		$745 Hold
10
– – ﹤0.01% 357
2023
Q2 		$808 Hold
10
– – ﹤0.01% 353
2023
Q1 		$770 Hold
10
– – ﹤0.01% 440
2022
Q4 		$746 Buy
+10
New +$752 ﹤0.01% 376

Other funds holding CP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

True Wealth Design's CP Position: Q3 2026 in Review

True Wealth Design increased its Canadian Pacific Kansas City (CP) stake by 61% in Q3 2026, buying an estimated $4.17K and bringing the position to 121 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

True Wealth Design first reported a position in CP in Q4 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • True Wealth Design held 121 shares of Canadian Pacific Kansas City worth $10.3K as of Q3 2026.
  • True Wealth Design bought 46 Canadian Pacific Kansas City shares in Q3 2026, an estimated $4.17K.
  • Canadian Pacific Kansas City made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1051 holding.
  • True Wealth Design first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 16 quarters since.
  • 195 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.